# Uniting Wealth Partners

Uniting Wealth Partners is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/uniting-wealth-partners

## Regulatory record

- **CRD number:** 332317
- **SEC file number:** 801-131215
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332317

## About

Uniting Wealth Partners is an SEC-registered investment adviser in Denver, CO, registered since 2024. The firm manages $935 million in assets, with $929 million on a discretionary basis. It has 23 employees and 11 investment advisers.

## Questions

### What is the fee structure at Uniting Wealth Partners?

Fee models for multi-family offices vary — commonly an annual management fee based on assets under management, sometimes with performance fees for private investments. Uniting Wealth Partners has not disclosed its fee schedule publicly. Most firms in this space structure fees to be competitive with the broader wealth management industry while offering bundled services (public record).

### Who founded Uniting Wealth Partners?

The founding principal or team behind Uniting Wealth Partners is not publicly identified. The firm does not appear to have a founder listed in public databases or press reports. This absence is typical for some multi-family offices that prefer to operate with a lower public profile (per Altss research).

## Related profiles

- [DRIVENWEALTH, LLC](https://altss.com/profile/drivenwealth-llc)

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Last updated: 2026-07-06T01:24:27.952Z

Canonical page: https://altss.com/profile/uniting-wealth-partners

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